Massachusetts Financial Services
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Massachusetts Financial Services’s Equitable Holdings EQH Stock Holding History

Massachusetts Financial Services’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$187M Buy
4,234,561
+243,448
+6% +$10.2M 0.06% 287
2026
Q1 		$149M Sell
3,991,113
-831,795
-17% -$35.6M 0.05% 302
2025
Q4 		$230M Buy
4,822,908
+193,640
+4% +$9.18M 0.07% 240
2025
Q3 		$235M Sell
4,629,268
-868,823
-16% -$46M 0.07% 247
2025
Q2 		$308M Buy
5,498,091
+1,254,521
+30% +$64.5M 0.1% 209
2025
Q1 		$221M Sell
4,243,570
-47,762
-1% -$2.5M 0.07% 252
2024
Q4 		$202M Sell
4,291,332
-213,891
-5% -$9.88M 0.06% 272
2024
Q3 		$189M Sell
4,505,223
-438,495
-9% -$18M 0.06% 291
2024
Q2 		$202M Sell
4,943,718
-4,559,997
-48% -$179M 0.06% 262
2024
Q1 		$361M Sell
9,503,715
-40,904
-0.4% -$1.39M 0.11% 185
2023
Q4 		$318M Sell
9,544,619
-168,841
-2% -$4.94M 0.1% 193
2023
Q3 		$276M Buy
9,713,460
+16,022
+0.2% +$452K 0.1% 197
2023
Q2 		$263M Buy
9,697,438
+152,927
+2% +$3.87M 0.09% 218
2023
Q1 		$242M Buy
9,544,511
+185,205
+2% +$5.46M 0.08% 218
2022
Q4 		$269M Buy
9,359,306
+82,762
+0.9% +$2.45M 0.09% 206
2022
Q3 		$244M Buy
9,276,544
+481,553
+5% +$13.7M 0.09% 203
2022
Q2 		$229M Buy
8,794,991
+1,328,225
+18% +$38.5M 0.08% 225
2022
Q1 		$231M Buy
7,466,766
+575,664
+8% +$19M 0.07% 246
2021
Q4 		$226M Buy
6,891,102
+107,024
+2% +$3.51M 0.06% 257
2021
Q3 		$201M Buy
6,784,078
+237,890
+4% +$7.2M 0.06% 265
2021
Q2 		$199M Sell
6,546,188
-291,493
-4% -$9.51M 0.06% 266
2021
Q1 		$223M Sell
6,837,681
-336,856
-5% -$9.71M 0.07% 240
2020
Q4 		$184M Buy
7,174,537
+160,296
+2% +$3.75M 0.06% 258
2020
Q3 		$128M Buy
7,014,241
+977,565
+16% +$19.7M 0.05% 280
2020
Q2 		$116M Buy
6,036,676
+2,320,484
+62% +$41.5M 0.05% 291
2020
Q1 		$53.7M Buy
3,716,192
+3,480,529
+1,477% +$76M 0.03% 368
2019
Q4 		$5.84M Buy
235,663
+165,153
+234% +$3.83M ﹤0.01% 632
2019
Q3 		$1.56M Buy
+70,510
New +$1.51M ﹤0.01% 745

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Massachusetts Financial Services's EQH Position: Q2 2026 in Review

Massachusetts Financial Services increased its Equitable Holdings (EQH) stake by 6.1% in Q2 2026, buying an estimated $10.2M and bringing the position to 4,234,561 shares worth $187M. The position accounts for 0.06% of the portfolio, ranked #287.

Massachusetts Financial Services first reported a position in EQH in Q3 2019 and has held it in 28 quarters since. The position peaked at $361M in Q1 2024. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • Massachusetts Financial Services held 4,234,561 shares of Equitable Holdings worth $187M as of Q2 2026.
  • Massachusetts Financial Services bought 243,448 Equitable Holdings shares in Q2 2026, an estimated $10.2M.
  • Equitable Holdings made up 0.06% of Massachusetts Financial Services's portfolio in Q2 2026, its #287 holding.
  • Massachusetts Financial Services first reported a position in Equitable Holdings in Q3 2019 and has held it in 28 quarters since.
  • Massachusetts Financial Services's Equitable Holdings position peaked at $361M in Q1 2024.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.